Hapanowicz & Associates Financial Services, Inc
Hapanowicz & Associates Financial Services, Inc reported 37 holdings worth US$321M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Hapanowicz & Associates Financial Services, Inc reported 37 holdings worth US$321M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Oshkosh Corporation (holding Company) and Amazon.com, Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$321M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 7,458 | US$2.67M | 0.83% |
| Oshkosh Corporation (holding Company) | 13,202 | US$2.03M | 0.63% |
| Amazon.com, Inc. | 6,721 | US$1.6M | 0.50% |
| Apple Inc | 4,042 | US$1.17M | 0.36% |
| Applied Materials, Inc. | 1,577 | US$1.14M | 0.35% |
| Nvidia Corporation | 4,978 | US$996K | 0.31% |
| Pnc Financial Services Group, Inc. (the) | 2,949 | US$726K | 0.23% |
| Berkshire Hathaway Inc. | 1,379 | US$690K | 0.21% |
| Lockheed Martin Corporation | 1,206 | US$614K | 0.19% |
| Tesla, Inc. | 1,456 | US$612K | 0.19% |
| Meta Platforms, Inc. | 801 | US$451K | 0.14% |
| Microsoft Corp. | 1,036 | US$386K | 0.12% |
| Verizon Communications Inc. | 6,744 | US$286K | 0.09% |
| Cisco Systems, Inc. | 2,106 | US$247K | 0.08% |
| Fedex Corporation | 713 | US$223K | 0.07% |
| Mcdonald's Corporation | 806 | US$218K | 0.07% |
| Jp Morgan Chase & Co. | 624 | US$204K | 0.06% |